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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $416,023 | $150,207+177.0% | $120,380+245.6% | $145,978+185.0% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 7.00% | 154.28%-147.3pp | 107.28%-100.3pp | 550.52%-543.5pp |
| Employer contribution / active EE | $1,649 | $4,351-62.1% | $3,465-52.4% | $4,662-64.6% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,941 | $12,203-67.7% | $9,421-58.2% | $13,400-70.6% |